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Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Side-by-side metrics

Metric	#149699
Scheme	Sundaram Dividend Yield Fund (Formerly Known as Principal Dividend Yield Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
House	Sundaram Mutual Fund
Category	Equity Scheme - Dividend Yield Fund
Latest NAV	₹60.2966
1M return	-2.18%
3M return	1.06%
6M return	-1.85%
1Y return	-7.19%
3Y CAGR	3.09%
5Y CAGR	—
Inception CAGR	3.78%
σ 1Y (annualized)	12.51%
σ 3Y (annualized)	14.51%
Max drawdown (all)	-23.67%
Sharpe 1Y (rf=6%)	-1.09
Sharpe 3Y (rf=6%)	-0.20